07/20/2017
Industry Veteran Joins Wealth Software Firm
This is especially true in wealth management where firms face a large gap between their digital aspirations and their ability to deliver in the face of compliance, regulation and cost reduction.
Executive Moves
07/19/2017
J.P. Morgan Asset Management Strengthens Defined Contribution Real Estate Portfolio Management Team
She led the DC real estate research and consulting practice.
07/19/2017
Swiss Private Bank Hires New Head of Investment Management
She has over 20 years of Discretionary Portfolio Management experience, and has led Discretionary Management teams and developed regional platforms.
07/19/2017
EY strengthens global support for Family Business clients
Through a network of partners across 150 countries we tailor our services to the unique needs of family businesses.
07/19/2017
LGT Vestra appoints Senior Wealth Manager
Most recently Adam was a Director at HSBC Private Bank.
07/19/2017
Northern Trust chooses Luxembourg over Ireland to set up EU bank
Additionally, Northern Trust will create an EU-banking presence in Luxembourg, further establishing its commitment to the region.
07/18/2017
Rowan Dartington makes second Quilter hire
The hires come after a rebrand earlier this week, which has included the firm dropping the Signature name previously used by its IFA portfolio service.
07/18/2017
Northern Trust names senior wealth strategist
She served as managing director and business development officer for seven years.
07/18/2017
RBC hires broking grandee for chairman role
Bank appoints industry veteran, who also ran the business at Merrill Lynch, to newly-created role
07/18/2017
Northern Trust Announces Leadership Changes
We will benefit from his focused efforts around growing our client relationships.
07/18/2017
Changes to the Boards of Adam & Co and Coutts
The two private banks’ Boards will be similar, to reflect their close operational partnership and shared strategic priorities.
07/18/2017
This Goldman MD has just quit to join a star fund manager who works from a tropical island
Morgan joined Goldman Sachs’ asset management graduate programme after graduating with a first class degree in economics and politics from the University of Bristol in 2000.
07/17/2017
Potential CEO's sudden departure a blow to luxury goods group
Swiss newspaper Le Temps reported that Mr Kern had taken a stake in rival Swiss watchmaker Breitling and planned to try to revive that brand.
07/17/2017
New CEO of BNY Mellon announced
Gerald L. Hassell will continue to serve as Chairman of the Board through December 31, 2017, working closely with Mr. Scharf to ensure a seamless transition of responsibilities.
07/14/2017
Aberdeen nabs from Julius Baer for ‘crucial’ Luxembourg office
It is understood Aberdeen had been searching for a locally-based person to take over the role for some time.
07/14/2017
Top Swiss Banker Heads for UBS
Her hire completes UBS' German management team.
07/14/2017
Richemont suffers blow as new head of watchmaking resigns
He has stepped down from the Senior Executive Committee and the Group Management Committee and will no longer be standing for election to the Board of Directors of Compagnie Financière Richemont SA at the forthcoming annual general meeting of share
07/14/2017
Standard Chartered makes NRI hires as it expands Singapore operations
The bank claims to be the only international one operating in all 10 ASEAN markets.
07/13/2017
Brown Shipley hires spree continues with HSBC banker
He will further strengthen the London team’s ability to deliver wealth management services to high net worth individuals.
07/13/2017
Société Générale Hires CS Private Equity Specialist
He had been at the Swiss No.2 since 2008 and was one of the driving forces behind the development of the private equity team in the Wealth Management division.